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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 72 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 WMK WEIS MKTS INC Consumer Defensive 18.0 $1K +7.0 +63.6% $68.44 +5.3%
1422 ERAS Erasca Inc Com Healthcare 76.0 $1K +52.0 +216.7% $16.18 -28.3%
1423 DDD 3D SYS CORP DEL Technology 651.0 $1K +551.0 +551.0% $1.88 +59.0%
1424 LILA Liberty Latin America Ltd Class A Communication Services 93.0 $1K +76.0 +447.1% $13.10 -37.4%
1425 RCAT RED CAT HLDGS INC Technology 141.0 $1K +29.0 +25.9% $8.64 +3.5%
1426 EBS EMERGENT BIOSOLUTIONS INC Healthcare 145.0 $1K +109.0 +302.8% $8.30 +0.8%
1427 PL Planet Labs PBC Industrials 43.0 $1K +28.0 +186.7% $27.95 +52.6%
1428 CTS CTS Corp Technology 25.0 $1K +20.0 +400.0% $47.76 +25.4%
1429 FLDR FIDELITY MERRIMACK STR TR 583.0 $1K +560.0 +2434.8% $2.03 +2371.0%
1430 PAY Paymentus Holdings Inc A Technology 45.0 $1K +44.0 +4400.0% $25.40 -7.6%
1431 GDRX GoodRx Holdings, INC Healthcare 583.0 $1K +523.0 +871.7% $1.96 +30.6%
1432 ENTA Enanta Pharmaceuticals Inc Healthcare 90.0 $1K +84.0 +1400.0% $12.63 +9.5%
1433 DNUT Krispy Kreme Inc Consumer Defensive 437.0 $1K +423.0 +3021.4% $2.60 +28.1%
1434 REAL The Realreal Inc Consumer Cyclical 125.0 $1K +123.0 +6150.0% $9.08 +4.0%
1435 FSBC FIVE STAR BANCORP Financial Services 30.0 $1K +13.0 +76.5% $37.73 +11.3%
1436 PNTG PENNANT GROUP INC COM Healthcare 35.0 $1K +24.0 +218.2% $32.06 +10.2%
1437 NBBK Nb Bancorp Inc Financial Services 53.0 $1K +51.0 +2550.0% $21.08 -5.7%
1438 LAW Cs Disco Inc Com Technology 278.0 $1K +270.0 +3375.0% $3.82 -2.6%
1439 SENEA Seneca Foods Corp Consumer Defensive 7.0 $1K +6.0 +600.0% $151.14 -7.3%
1440 FBIZ First Business Financial Services Inc Financial Services 19.0 $1K +17.0 +850.0% $53.95 +6.1%
Page 72 of 78  ·  1,542 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%